-51.6%
GIS vs GEHC
+2.6%
-54.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.6% | -2.9% |
| 7D | -8.4% | -7.9% | -0.5% | -7.5% |
| 30D | -5.2% | -11.7% | +6.5% | -3.8% |
| 3M | +8.2% | +0.8% | +7.4% | +8.1% |
| 6M | -12.0% | -11.6% | -0.4% | -11.2% |
| YTD | -18.9% | -21.6% | +2.7% | -17.4% |
| 1Y | -23.6% | -15.3% | -8.3% | -22.8% |
| 3Y | -37.6% | -0.5% | -37.1% | -38.3% |
| All | -51.6% | +2.6% | -54.1% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GEHC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling